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Nuclear Energy

Nuclear energy supplies constant carbon-free electricity, which has brought it back into favour as data center demand collides with decarbonisation targets. Long build times mean supply responds slowly to a change in sentiment.

61 stocks

Small Modular Reactors Uranium Mining & Enrichment

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Legal & General Group London, United Kingdom	$1.33B	+$99M	11	1.4%	Increased
27	Principal Financial Group Des Moines, Iowa	$1.32B	+$49.7M	11	1.84%	Increased
28	Allianz Asset Management Munich, Germany	$1.3B	+$307M	10	1.38%	Increased
29	Federated Hermes Pittsburgh, Pennsylvania	$1.28B	+$130M	10	3.73%	Increased
30	Wells Fargo San Francisco, California	$1.26B	+$52.1M	21	0.49%	Increased
31	Morgan Stanley New York	$1.1B	+$201M	22	0.4%	Increased
32	TD Asset Management Toronto, Ontario, Canada	$1.09B	+$5.46M	13	1.98%	Increased
33	APG Asset Management Amsterdam, Netherlands	$1.08B	+$74.4M	9	2.04%	Increased
34	Pictet Asset Management (UK) London, United Kingdom	$1.01B	-$37.5M	7	3.96%	Reduced
35	Capital International Investors Los Angeles, California	$940M	+$220M	2	1.38%	Increased
36	BlackRock Advisors Wilmington, Delaware	$937M	+$83.8M	14	0.95%	Increased
37	Nordea Investment Management Stockholm, Sweden	$928M	-$340M	8	2.59%	Reduced
38	TIAA CREF Investment Management New York	$786M	+$71.8M	9	0.6%	Increased
39	JP Morgan Chase New York	$783M	-$91.8M	17	0.2%	Reduced
40	Arrowstreet Capital Boston, Massachusetts	$764M	+$101M	9	2.52%	Increased
41	Millennium Management New York	$760M	-$22.6M	13	1.74%	Reduced
42	UBS AM Chicago, Illinois	$737M	-$47.2M	11	0.83%	Reduced
43	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$737M	+$23.5M	16	1.13%	Increased
44	Swiss National Bank Zurich, Switzerland	$733M	-$127M	11	1.19%	Reduced
45	ClearBridge Investments New York	$719M	-$18.4M	9	0.85%	Reduced
46	Beutel, Goodman & Co Toronto, Ontario, Canada	$713M	-$1.75M	2	7.32%	Reduced
47	Charles Schwab San Francisco, California	$698M	-$2.03M	11	0.87%	Reduced
48	BlackRock Investment Management Wilmington, Delaware	$684M	+$10.2M	16	0.87%	Increased
49	Dimensional Fund Advisors Austin, Texas	$680M	+$7.75M	14	0.39%	Increased
50	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$646M	+$5.78M	9	1.11%	Increased